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Friday, 29 January 21
COAL EXPORTS FROM AUSTRALIA TO MAINLAND CHINA DECLINED BY -22.2% Y-O-Y IN 2020 - BANCHERO COSTA
 In the 12 months of 2020, global seaborne coal trade declined by as much as -12.7% year-on-year, according to vessel tracking data from Refinitiv, as lockdowns shut down much of the global economy. Nevertheless, the Pacific basin (and in particular China and Vietnam) remained one of the few brighter spots on the global map, and this helped to shore up demand for Australian coal, Banchero Costa reported in its altest weekly report.
According to Banchero Costa, in fact, coal exports from ”Down Under” declined by less than from most other major exporter. In the 12 months of 2020, Australia exported 358.1 mln tonnes of coal. This represents a net decline of -7.7% y-o-y, compared to the 388.0 mln tonnes exported in 2019. Australia is still very much the top exporter of coal worldwide.
Banchero Costa also noted that, in 2020 Australia extended its lead over Indonesia which exported just 314.4 mln tonnes of coal, down -18.6% year-on-year. By comparison, coal exports from the USA shrunk by -21.0% y-o-y in 2020 to 67.3 mln tonnes. Shipments from Colombia by -31.8% y-o-y to 50.5 mln. Volumes from Canada were down -18.5% y-o-y to 47.5 mln.
Banchero Costa said, the only coal exporters which did relatively well in 2020 were Russia, which saw a minimal -3.2% y-o-y decline to 167.3 mln tonnes, and South Africa which exported 70.0 mln tonnes, a +3.8% bounce back from a very problematic 2019. The main coal export terminals in Australia are Newcastle (156.1 mln tonnes loaded in 2020), Hay Point (93.5 mln), Gladstone (67.8 mln), Abbot Point (28.8 mln), and Port Kembla (6.7 mln). Coal shipments from Australia have been fairly steady this year, without too much seasonality being seen.
According to Banchero Costa, in the first 3 months of 2020, Australia exported 90.3 mln tonnes of coal, which was down just -1.7% y-o-y. However this percentage reflects a fairly weak Q1 in 2019. The second quarter of 2020 saw shipments of 91.3 mln tonnes from Australia, down -9.2% y-o-y. In the third quarter, imports inched downwards to 87.1 mln tonnes, which was down -10.9% y-o-y from the same quarter in 2019.
The worst month of the year was July 2020 with just 26.8 mln tonnes, down -24.5% year-on-year. The fourth quarter of 2020 saw an improvement to 89.4 mln tonnes, which was down -8.6% y-o-y.
In a hopeful sign, and despite all the newspaper headlines about Chinese bans, December 2020 proved to be the best month of the year.
In December 2020, Banchero Costa said, Australian ports shipped 33.9 mln tonnes of coal, which was up +30.3% m-o-m compared to November 2020, and
down only -6.3% y-o-y compared to December 2019. Nevertheless, there have been quite remarkable reshuffles in terms of trade patterns this year.
Coal exports from Australia to Mainland China declined by -22.2% y-o-y in 2020, to just 70.1 mln tonnes. China was the destination for 19.6% of Australia’s coal.
Here things were extremely volatile. In 1Q 2020, shipments from Australia to China increased by +23.7% y-o-y to 20.9 mln tonnes. Volumes in 2Q 2020 reached 29.4 mln tonnes, up +14.0% y-o-y. However, in 3Q 2020 they shrunk to 15.6 mln tonnes, down -37.3% y-o-y. In 4Q 2020, it was just 4.1 mln tonnes, down -81.6% y-o-y.
Pretty much the opposite happened to India. In 1Q 2020, Australia exported 10.1 mln tonnes of coal to India, down -2.0% y-o-y. In 2Q 2020 it was just 6.1 mln tonnes, down -52.4% y-o-y. However in 3Q 2020, shipments were up +37.4% y-o-y to 13.4 mln tonnes, and in 4Q 2020 they were +40.9% y-o-y to 17.4 mln tonnes.
Overall, exports to India increased by +3.8% y-o-y in 2020 to 47.0 mln tonnes.
Source: Banchero Costa
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Friday, 29 January 21
OPEC+, COVID-19 AND ENERGY TRANSITION - 3 THEMES IMPACTING OIL MARKETS AND REFINING IN 2021 - WOOD MACKENZIE
Wood Mackenzie’s latest outlook report shows that the art of balancing oil markets and the refining sector in 2021 hinges upon three key them ...
Thursday, 28 January 21
STRONG CHINESE THERMAL COAL IMPORTS TO BENEFIT INDONESIAN MINERS IN THE NEAR TERM - FITCH RATINGS
China's thermal coal imports are likely to remain strong ahead of the Chinese New Year in mid-February on robust demand, high utilisation at do ...
Thursday, 28 January 21
WIND PROPULSION FOR DRY BULK CARRIERS - OLDENDORFF
Oldendorff Carriers (OC) has signed a Joint Development Project (JDP) with Anemoi Marine Technologies (Anemoi), Lloyd’s Register (LR) and Sha ...
Thursday, 28 January 21
BUMA PRICED A USD400 MILLION 7.75% 5-YEAR SENIOR NOTES
PT Delta Dunia Makmur Tbk. announced that its subsidiary, PT Bukit Makmur Mandiri Utama priced a USD400 million 5-year (non-callable 2-year)& ...
Wednesday, 27 January 21
MARKET INSIGHT - INTERMODAL
As we have entered the era off renewable energies, all industries globally give max effort to minimize their carbon footprint and consequently thei ...
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- Kartika Selabumi Mining - Indonesia
- India Bulls Power Limited - India
- Manunggal Multi Energi - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ministry of Transport, Egypt
- Videocon Industries ltd - India
- Kepco SPC Power Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Bharathi Cement Corporation - India
- Indian Oil Corporation Limited
- Riau Bara Harum - Indonesia
- IHS Mccloskey Coal Group - USA
- The Treasury - Australian Government
- Marubeni Corporation - India
- Alfred C Toepfer International GmbH - Germany
- Bahari Cakrawala Sebuku - Indonesia
- Sree Jayajothi Cements Limited - India
- Planning Commission, India
- Jaiprakash Power Ventures ltd
- The University of Queensland
- Romanian Commodities Exchange
- Dalmia Cement Bharat India
- Mercuria Energy - Indonesia
- Parliament of New Zealand
- White Energy Company Limited
- GN Power Mariveles Coal Plant, Philippines
- Wood Mackenzie - Singapore
- Eastern Coal Council - USA
- Port Waratah Coal Services - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bayan Resources Tbk. - Indonesia
- GVK Power & Infra Limited - India
- Bangladesh Power Developement Board
- Siam City Cement PLC, Thailand
- Bukit Baiduri Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- Mjunction Services Limited - India
- Uttam Galva Steels Limited - India
- Georgia Ports Authority, United States
- Indian Energy Exchange, India
- Bulk Trading Sa - Switzerland
- Tata Chemicals Ltd - India
- Madhucon Powers Ltd - India
- Simpson Spence & Young - Indonesia
- Sarangani Energy Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Grasim Industreis Ltd - India
- Samtan Co., Ltd - South Korea
- Attock Cement Pakistan Limited
- Deloitte Consulting - India
- Goldman Sachs - Singapore
- Medco Energi Mining Internasional
- Directorate General of MIneral and Coal - Indonesia
- Maheswari Brothers Coal Limited - India
- Global Business Power Corporation, Philippines
- Kumho Petrochemical, South Korea
- Metalloyd Limited - United Kingdom
- Wilmar Investment Holdings
- Central Electricity Authority - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- SMG Consultants - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Chettinad Cement Corporation Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Gujarat Sidhee Cement - India
- Banpu Public Company Limited - Thailand
- New Zealand Coal & Carbon
- GAC Shipping (India) Pvt Ltd
- Borneo Indobara - Indonesia
- Edison Trading Spa - Italy
- Cigading International Bulk Terminal - Indonesia
- Australian Commodity Traders Exchange
- MS Steel International - UAE
- Kobexindo Tractors - Indoneisa
- Bhushan Steel Limited - India
- Mercator Lines Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Heidelberg Cement - Germany
- Globalindo Alam Lestari - Indonesia
- Indo Tambangraya Megah - Indonesia
- SN Aboitiz Power Inc, Philippines
- IEA Clean Coal Centre - UK
- ASAPP Information Group - India
- Vijayanagar Sugar Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Gujarat Mineral Development Corp Ltd - India
- Meralco Power Generation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Iligan Light & Power Inc, Philippines
- Barasentosa Lestari - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- PNOC Exploration Corporation - Philippines
- Merrill Lynch Commodities Europe
- Economic Council, Georgia
- Intertek Mineral Services - Indonesia
- Essar Steel Hazira Ltd - India
- Indogreen Group - Indonesia
- Semirara Mining Corp, Philippines
- Xindia Steels Limited - India
- Savvy Resources Ltd - HongKong
- Aboitiz Power Corporation - Philippines
- Directorate Of Revenue Intelligence - India
- Jindal Steel & Power Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Carbofer General Trading SA - India
- Standard Chartered Bank - UAE
- Ministry of Finance - Indonesia
- Lanco Infratech Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Timah Investasi Mineral - Indoneisa
- Binh Thuan Hamico - Vietnam
- SMC Global Power, Philippines
- Oldendorff Carriers - Singapore
- Makarim & Taira - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Meenaskhi Energy Private Limited - India
- Electricity Generating Authority of Thailand
- Tamil Nadu electricity Board
- Karbindo Abesyapradhi - Indoneisa
- Sinarmas Energy and Mining - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Minerals Council of Australia
- Petron Corporation, Philippines
- Central Java Power - Indonesia
- PTC India Limited - India
- Energy Link Ltd, New Zealand
- Sical Logistics Limited - India
- Ambuja Cements Ltd - India
- Coal and Oil Company - UAE
- Electricity Authority, New Zealand
- International Coal Ventures Pvt Ltd - India
- Interocean Group of Companies - India
- GMR Energy Limited - India
- Larsen & Toubro Limited - India
- Kapuas Tunggal Persada - Indonesia
- Pendopo Energi Batubara - Indonesia
- Parry Sugars Refinery, India
- Power Finance Corporation Ltd., India
- Gujarat Electricity Regulatory Commission - India
- OPG Power Generation Pvt Ltd - India
- Commonwealth Bank - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- AsiaOL BioFuels Corp., Philippines
- Chamber of Mines of South Africa
- Orica Mining Services - Indonesia
- Aditya Birla Group - India
- Semirara Mining and Power Corporation, Philippines
- Energy Development Corp, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Vedanta Resources Plc - India
- Global Green Power PLC Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- The State Trading Corporation of India Ltd
- London Commodity Brokers - England
- Global Coal Blending Company Limited - Australia
- Singapore Mercantile Exchange
- Straits Asia Resources Limited - Singapore
- Sakthi Sugars Limited - India
- LBH Netherlands Bv - Netherlands
- Bhoruka Overseas - Indonesia
- Ministry of Mines - Canada
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Coastal Gujarat Power Limited - India
- Eastern Energy - Thailand
- Bukit Makmur.PT - Indonesia
- Africa Commodities Group - South Africa
- Bhatia International Limited - India
- Indika Energy - Indonesia
- Agrawal Coal Company - India
- Orica Australia Pty. Ltd.
- Leighton Contractors Pty Ltd - Australia
- Cement Manufacturers Association - India
- Thai Mozambique Logistica
- Posco Energy - South Korea
- Kaltim Prima Coal - Indonesia
- PowerSource Philippines DevCo
- McConnell Dowell - Australia
- Vizag Seaport Private Limited - India
- Salva Resources Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Malabar Cements Ltd - India
- Kideco Jaya Agung - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indonesian Coal Mining Association
- Independent Power Producers Association of India
- CIMB Investment Bank - Malaysia
- Latin American Coal - Colombia
- Star Paper Mills Limited - India
- Renaissance Capital - South Africa
- Ind-Barath Power Infra Limited - India
- Rio Tinto Coal - Australia
- Coalindo Energy - Indonesia
- Australian Coal Association
- Trasteel International SA, Italy
- Baramulti Group, Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Anglo American - United Kingdom
- Antam Resourcindo - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Sojitz Corporation - Japan
- South Luzon Thermal Energy Corporation
- Miang Besar Coal Terminal - Indonesia
- Karaikal Port Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Mintek Dendrill Indonesia
- TeaM Sual Corporation - Philippines
- Kohat Cement Company Ltd. - Pakistan
- Siam City Cement - Thailand
- PetroVietnam Power Coal Import and Supply Company
- Thiess Contractors Indonesia
- ICICI Bank Limited - India
- Altura Mining Limited, Indonesia
- Therma Luzon, Inc, Philippines
- CNBM International Corporation - China
- VISA Power Limited - India
- Formosa Plastics Group - Taiwan
- Ceylon Electricity Board - Sri Lanka
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